Penn Residential Incorporated Group Medical Plan — Form 5500 plan (Penn Residential Incorporated)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Penn Residential Incorporated Group Medical Plan is a benefit plan reported by Penn Residential Incorporated under EIN 80-0722070 and plan number 502. The latest loaded filing year is 2023. The filing reports 74 participants and $29,910 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Penn Residential Incorporated
EIN
80-0722070
Plan number
502
Plan type
2
Location
New Stanton, PA
Latest filing year
2023
Participants
74
End-of-year plan assets
$29,910

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202374I, C20240722142334NAL0006460483001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$29,910
Total liabilities (EOY)
$55,098
Net assets (EOY)
-$25,188
Net assets (BOY)
$0

Income & contributions

Employer contributions
$478,697
Participant contributions
$20
Total income / additions
$479,130

Expenses & distributions

Benefits paid
$261,196
Administrative expenses
$31,935
Total expenses
$504,318
Net increase / (decrease)
-$25,188

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Highmark WestADMIN$31,935not reported in the loaded dataset2023
First Commonwealth Insurance AgencyBROKER$23,580not reported in the loaded dataset2023
The Benecon GroupBROKER$15,287not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$4,313not reported in the loaded dataset2023

Related Form 5500 pages